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Zoom Webinar plugin setup

Zoom is a cloud platform for video, phone, content sharing, and chat runs across mobile devices, desktops, telephones, and room systems. Zoom Webinar is a view-only platform where the attendees cannot view each other and the host cannot view the attendees. A webinar has registration, reporting and in-meeting chat for attendees.

The Zoom webinar plugin primarily allows you to:

  • Move between the two tools easily.
  • Capture new leads, provide accurate contact data syncing, and run various marketing activities using the captured data.
  • Save time and reduce need for manual imports and record counts validation.
  • Review trackable and reportable data.
  • Leverage the information available to segment contacts and to send confirmation and personalized follow up emails directly out of Campaign Studio, thereby keeping a consistent branding.

Using the Zoom plugin has two primary phases:

  1. Configuration
  2. Ongoing usage

Configuring the Campaign Studio app in Zoom

To configure the Campaign Studio app in Zoom:

  1. Log in to marketplace.zoom.us and start building your OAuth app. For more information, see Zoom documentation.

  2. Enter the required information to navigate to the app configuration page.

  3. Under the App Credentials section, perform the following steps:

    1. Upload an image.
    2. For the Zoom environment with which you want to integrate your app, copy the corresponding values for Client ID and Client Secret. You must specify these values while configuring the Zoom application in Campaign Studio. For more information, see Configuring Zoom application in Campaign Studio.
    3. In Redirect URL for OAuth, specify a valid and secure URL to which users are redirected once your application is successfully authorized. You must copy this value from the Zoom plugin configuration page in Campaign Studio. For more information, see Configuring Zoom application in Campaign Studio.
    4. In Whitelist URL, specify the same value as Redirect URL for OAuth.

  4. Under the Feature section, enable the Event Subscriptions toggle bar, click Add new event subscription, and perform the following steps:

    1. In Subscription Name, specify the name for the subscription.
    2. For the environment with which you want to integrate Zoom, specify the Event notification endpoint URL. This is the endpoint in the Campaign Studio instance where you can can configure the Zoom plugin.
    3. In Event types, click Add events, select an event type, and the corresponding scopes. For example, if Event types is Meeting, scopes are Start Meeting, End Meeting, etc.
    4. Save the changes.

  5. Under the Scopes section, add more scopes if required.

  6. Under the Local Test section, click Install to test the app locally.

    This prompts the Campaign Studio app to request access to your Zoom account.

  7. Click Authorize to let the Campaign Studio app access your Zoom account.

Configuring Zoom application in Campaign Studio

To configure the Zoom application in Campaign Studio:

  1. Sign in to your Campaign Studio account.

  2. Click the Settings icon on the top right corner and select Plugins.

  3. Click the Zoom Webinar plugin.

    Campaign Studio Zoom plugin page

  4. Under the Enabled/Auth section, set the Published option to Yes and specify the values for Client ID and Client Secret ID. You can get these values from the OAuth app configuration page in Zoom. For more information, see Configuring the Campaign Studio app in Zoom.

  5. Copy the value specified in Callback URL and specify the same in Redirect URL for OAuth and Whitelist URL. For more information, see Configuring the Campaign Studio app in Zoom.

    Campaign Studio Zoom enabled/auth page

  6. Click the Authorize App option.

    This opens a pop-up window to authenticate Campaign Studio with Zoom. Once authentication is complete, a success message appears that confirms the successful integration.

Note

Once the plugin is configured, you’ll see a new form field type, a new form field action, and a new campaign action and condition.

Forms

Contacts may register for a single or multiple webinar(s). For multiple webinars, there’s a specific field on the form where contacts can select which webinars they’d like to register for. Registering contacts for Zoom webinars through a Campaign Studio form requires a form action, for either single or multiple registrations.

Multiple Zoom Webinars Form Field

multiple_zoom_webinar

If you have several Zoom Webinars coming up and you’d like contacts to be able to register for multiple webinars at the same time, add the Multiple Zoom Webinars field to your form.

The field options are the same as a standard form field. For more information, see Field Editor.

Once added, the field appears on your form as a checkbox group. Contacts can select multiple webinars to register for. In order to successfully complete the registration, you’ll need to add the Register to Zoom Webinar form action.

Note

To register a contact for a single, pre-determined webinar, no form field is necessary.

Register to Zoom Webinar Form Action

This action is what actually pushes data to Zoom and registers contacts for the webinar(s).

zoom_webinar

  • Name: Specify the name for webinar so that other Campaign Studio users can easily identify the action on the form.
  • Description: Specify the description for webinar so that other Campaign Studio users can easily identify the action on the form.
  • Register to Zoom Webinars: Select which webinar you’d like to register contacts for. If you’re using the Multiple Zoom Webinars field, select User Selection from form and Campaign Studio will register the person for any webinars they’ve selected.
  • Contact First Name Field: Select the form field that contains the data for first name. Campaign Studio passes that information to Zoom when registering the contact for the webinar(s). This is a required field.
  • Contact Last Name Field: Select the form field that contains the data for last name. Campaign Studio passes that information to Zoom when registering the contact for the webinar(s). This is a required field.
  • Contact Email Field: Select the form field that contains the data for email address. Campaign Studio passes that information to Zoom when registering the contact for the webinar(s). This is a required field.

Campaigns

Register to Zoom Webinar Action

If you have an audience that you’d like to automatically register for a webinar without requiring form submissions, or if you’d like to register someone for a webinar based on other activities or triggers, use this campaign action.

zoom_webinar_campaign

  • Name: Specify a name for the action. This helps you and other users easily identify the action when viewing the builder or reports.
  • Execute this event…: Select the time period when Campaign Studio needs to perform the event. For more information, see scheduling actions.
  • Choose an action: By default, Register to Zoom Webinar is selected. Leave this selected as is.
  • Zoom Webinars list: Select the webinar(s) you’d like to register the contact for when they reach this event within a campaign.

Zoom Webinar Condition

To have triggers in campaigns based on a contact’s status as it relates to a webinar, use this condition type.

zoom_webinar_1

  • Name: Specify a name for the action. This helps you and other users easily identify the action when viewing the builder or reports.
  • Execute this event…: Select the time period when Campaign Studio needs to perform the event. For more information, see scheduling actions.
  • Contact action: Select the type of relationship you’d like to check for within the condition: Attended or Registered for at least one of the selected webinars.
  • Zoom Webinars list: Select the webinar(s) you’d like to check if a contact has attended or registered for. To see if a person has registered for or attended any of your past webinars, use the Any Zoom Webinar option.

For example, you may want to add contacts to a segment once they’ve registered for a webinar. This would be an action on the Yes path from this condition. If they haven’t registered for a webinar, you may want to send a reminder about the webinar. This would follow the no path from this condition.

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